client-relationships

Image for Global Banking & Finance Review Announces Basisbank as the winner of the ‘Best SME Bank Georgia’ at the 2023 AwardsBanking

Global Banking & Finance Review Announces Basisbank as the Winner of the ‘Best Sme Bank Georgia’ at the 2023 Awards

Image for Top Financial Practice Trends in Store for 2023Finance

Top Financial Practice Trends in Store for 2023

Image for The evolution and expansion of the financial advisor roleFinance

The Evolution and Expansion of the Financial Advisor Role

Image for How wealth management firms are minimising risk and boosting scalability with modern information managementFinance

How Wealth Management Firms Are Minimising Risk and Boosting Scalability With Modern Information Management

Image for Barclays bolsters financial institutions group with new EMEA co-head

Barclays Bolsters Financial Institutions Group With New EMEA Co-Head

Date: October 6, 2022

By Pamela Barbaglia LONDON (Reuters) – Barclays has promoted Luca Maiorana to lead its financial institutions group (FIG) across Europe, the Middle East and Africa as part of its efforts to deepen its ties with key clients who are grappling with the turmoil in financial markets. Maiorana, who heads Barclays’ fintech and asset management franchise,...

Image for Adding Revenue through R&D Tax Relief Service

Adding Revenue Through R&d Tax Relief Service

Date: August 30, 2022

By Mike Dean, Managing Director, WhisperClaims In a commodity compliance market, accountants need to generate new revenue streams – but they also need to build the strong relationships that are key to long-term client retention. Mike Dean, Managing Director, explains why it is a perfect time for accountants to leverage their trusted advisor status and...

Image for A Conversation With BDSwiss CEO Nicolas Shamtanis

A Conversation With BDSwiss CEO Nicolas Shamtanis

Date: May 6, 2022

1.In your opinion, how have investors’ needs changed over the last years? Investors’ underwriting criteria when it comes to choosing a broker to trade or invest with has definitely changed a lot over the last decade, and certainly even more so over the last couple of years. Unsurprisingly, during the pandemic, people became more interested...

Image for A two-step process to enhance operations at a newly merged bank

A Two-Step Process to Enhance Operations at a Newly Merged Bank

Date: February 16, 2022

By Mac Thompson, president and founder of White Clay While much of 2021 remained unpredictable due to the pandemic, bank mergers proved not to be. According to S&P Global Intelligence’s December report, there were 208 U.S. bank deals with an aggregate deal value of $77.58 billion in 2021, which is highest level since 2006, and...

Image for Customer relationships – serving diverse stakeholders, building brand equity and staying ahead of competitors

Customer Relationships – Serving Diverse Stakeholders, Building Brand Equity and Staying Ahead of Competitors

Date: August 24, 2021

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Image for Ahmad M. Abu – Eideh New Chief Executive Officer of Standard Chartered Bank Jordan

Ahmad M. Abu – Eideh New Chief Executive Officer of Standard Chartered Bank Jordan

Date: December 30, 2010

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